eMARS infoAdvantage Report Designers
User Group Meeting August 22 - 24, 2006
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Meeting Agenda
Alex Whitenack Patrick O’Connell Jennifer Duvall “ “ “ “ •Introduction •Universes •Available Reports•Custom Reports Request Process •Common Issues and Tips
•Question and Answer •Next Steps
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Visit the eMARS Web Site
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eMARS News and Alerts
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infoAdvantage Universes
Geographic Location Inventory KY Cost Accounting PCARD_DTL PERProc Solicitation Lifecycle Univ Procurement Awards Universe Procurement Card
Procurement Folder Universe Procurement Matching Status
Procurement Post Awards Universe Procurement Reference Info Universe Procurement Requisitions Universe Proof of Necessity
Security and Workflow Time Universe
Travel Accounting Vendor
Accounts Payable - Kentucky Accounts Payable Open Items Accounts Receivable
Budget Execution Universe - KY
Budget Vs Actual Measures Universe Budget Vs Actual Universe
Chart of Accounts Cingular
Commodity Journal Universe Commodity Universe
Common Reference Universe Cost Accounting
Document Catalog ePay
Fixed Assets
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infoAdvantage Universes
• CGI-AMS infoAdvantage Universes and Reports Guide documentation available on eMARS Web
site @ http://finance.ky.gov/internal/eMARS/ under the A.I.L. Documentation/Reports link.
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General Accounting Universe
General Accounting Universe Chart of Accounts Universe Business Function Universe Time Universe Geographical Location Universe Vendor Universe Document Catalog Universe Journal Accounting Universe Infrastructure Universe
Figure – General Accounting Universe and Links
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Accounts Payable - Kentucky
Provides Check Writer information
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Available Reports
Statewide reports currently available include:
– Allotment Reports – Budget Reports – Cash Reports – ePAY Reports – Expenditure Reports – Grants/Project Reports
– Management Budget Reports – Revenue Reports
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Additional Reports
Reports under development include:– Cingular
– Fixed Asset Reports
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Custom Report Request Process
• Statewide Request– Contact the Customer Resource Center (CRC)
– CRC staff will work with you in collecting the needed information and log a help desk case.
– The case will be routed to the appropriate support resource for consideration
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Custom Report Request Process
• Department Request
– Contact Your Report Designer
– A list of department report designers is available on
eMARS Web site @ http://finance.ky.gov/internal/eMARS/
under the A.I.L. Documentation/Reports link.
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Response Time
• Response Time When Running Reports - Delay in prompts showing up
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Common Errors
• BusObj error BOL #109 The following data providers have not been successfully
refreshed: detail. (DMA007) (kyadvprod8) (returned by function Refreshing Document)
• No BOManager process available. Contact your Business Objects administrator to enable this module. (Error: WI0504) (returned by function Refreshing Document) )
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Formulas and Variables
• Formulas and Variables
- Formula: A set of instructions that you enter in a cell to perform numeric calculations (adding, multiplying,
averaging, etc.)
- Variable: Used to represent a data item whose value can be changed. The variable is entered into the cell.
• When should you use?
– You can use either a formula or a variable whenever you choose, but as good practice, you should always create a variable using the formula you need.
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Formula and Variables
• Formula Example
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Formula and Variables
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Formula and Variables
Insert New Column for Percentage
Formula.
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Formula and Variables
• Variable Example:
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Formula and Variables
• Variable Name is
“Accrd Exp”
• Breakdown=
IF
=If
(
[Closing Classification]InList("11")
;
THEN
[Pstng Amount]
;
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Saving Reports to Excel
• Saving Reports to Excel from Personal Documents - Save report created in infoAdvantage to
Personal Documents. - Go to Personal Documents - Open Report
- Click on Save and choose Save To My Computer Microsoft Excel Format
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Saving Reports to Excel
If you receive this screen click on the error message to receive the pop up menu and select “Download File
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Closing Classifications
Closing
Classification Closing Classification Name
1 Asset Roll Forward 2 Liability Roll Forward 3 Equity Roll Forward
4 Contra Asset Roll Forward 5 Cash Roll Forward
6 Accounts Left In Old Year
7 Equity Offsets Closed To Net Assets 10 Cash Expenditures 11 Accrued Expenditures 12 Encumbrances 13 Pre Encumbrances 14 Collected Revenue 15 Billed Revenue
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Closing Classifications
Closing Classification – in infoAdvantage37
Additional Tips
• Joining Universes
– You can NOT join universes using infoAdvantage – Requires Business Objects Thick Client
• Suppressing Data in infoAdvantage
– Rows can NOT be suppressed to just show totals – Rows can be shrunk in height as a work around
but the report is not pretty
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Additional Tips
• Editing Thick Client Reports
– You can NOT edit Thick Client reports using infoAdvantage, only those reports created in infoAdvantage.
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Business Objects Thick Client
• Obtaining License for Business Objects Thick
Client
– Contact your departmental technical resource or contact COT Helpdesk
– Version 6.5.1 SP2
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Resources (Books)
• Creating Documents with Business Objects: Web Intelligence Course by Robert D. Schmidt
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Resources (Books)
• Business Objects: Complete Report Writing Course by Robert D. Schmidt
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Resources (Books)
• Creating Documents with Business Objects: The Ultimate Resource for Business Objects by Robert D. Schmidt
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Next Steps
• Focus Groups– Frequency – Topics
• Potential Newsletter Articles for End-Users • Verify/Identify Reporting Leads
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Support Organization
Customer Resource Center
Help Desk Support
Open Monday thru Friday 7:30 a.m. – 5:00 p.m.
New Email to log requests. Place a meaningful subject on the email and a full description in the note
